For those who lead with Med Sup, and sell F2F, when do you cross-sell?
- On the same appointment?
Could save gas and travel time of another apt.
OR...
- After they have the policy in hand with an eft date on the calendar?
At this point you have contacted them a few times and have the credibility of seeing them through the application process.
- On the same appointment?
Could save gas and travel time of another apt.
OR...
- After they have the policy in hand with an eft date on the calendar?
At this point you have contacted them a few times and have the credibility of seeing them through the application process.
Source of insurance-forums.net
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